Wellspring Financial Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Wellspring Financial Advisors’s Portfolio MYI Stock Details MYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$628K	Hold	56,563	–	–	0.04%	145
2026 Q1	$594K	Buy	+56,563	New	+$623K	0.04%	144
2024 Q1	–	Sell	-23,000	Closed	-$268K	–	147
2023 Q4	$268K	Hold	23,000	–	–	0.07%	102
2023 Q3	$220K	Hold	23,000	–	–	0.06%	101
2023 Q2	$252K	Hold	23,000	–	–	0.07%	88
2023 Q1	$261K	Hold	23,000	–	–	0.08%	93
2022 Q4	$258K	Buy	+23,000	New	+$244K	0.09%	91
2021 Q2	–	Sell	-26,975	Closed	-$345K	–	110
2021 Q1	$345K	Buy	26,975 +12,200	+83%	+$173K	0.17%	59
2020 Q4	$213K	Hold	14,775	–	–	0.07%	85
2020 Q3	$199K	Sell	14,775 -12,200	-45%	-$164K	0.08%	83
2020 Q2	$351K	Hold	26,975	–	–	0.14%	61
2020 Q1	$345K	Buy	+26,975	New	+$365K	0.17%	59

Other funds holding MYI

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellspring Financial Advisors's MYI Position: Q2 2026 in Review

Wellspring Financial Advisors held its BlackRock MuniYield Quality Fund III (MYI) position steady in Q2 2026 at 56,563 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #145.

Wellspring Financial Advisors first reported a position in MYI in Q1 2020 and has held it in 12 quarters since. 154 funds tracked by Wall St. Rank hold MYI as of Q2 2026.

Wellspring Financial Advisors held 56,563 shares of BlackRock MuniYield Quality Fund III worth $628K as of Q2 2026.
Wellspring Financial Advisors left its BlackRock MuniYield Quality Fund III share count unchanged in Q2 2026.
BlackRock MuniYield Quality Fund III made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #145 holding.
Wellspring Financial Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q1 2020 and has held it in 12 quarters since.
154 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.